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Financial Advice

Weekly Wrap: Ukraine, Robo-Advisors, and Should You Diversify by Factor

We recap the week on and note the most popular stocks, funds, and exchange-traded funds.

Editor's Picks

Market Outlook: After a First-Quarter Decline, Equities Trading at a Slight Discount Value and small-cap stocks are the most attractive. Does It Pay to Diversify by Factor? A general upward trend in correlations has reduced the diversification value, but recent performance has shown more divergence. 33 Undervalued Stocks for Second-Quarter 2022 Here are our analysts' top stock ideas in each sector for the quarter. Your Financial To-Do List for April 2022 Now's the time to get your financial documents in order. Here's how. Who Are the Robo-Advisors You Can Trust? How Morningstar assessed and compared 16 leading digital advice providers. Mohamed El-Arian's Argument Against Market-Timing The limits of investment knowledge.

Portfolio Planning and Personal Finance With Christine Benz

When Higher Inflation Meets Your Withdrawal Rate While few are predicting a 1970s-style inflation spiral, it's still worth thinking through how inflation could affect your plan.

Mutual Funds and Exchange-Traded Funds

3 Highly Rated ETFs on Sale These ETFs are undervalued according to their price/fair value ratios. The First Quarter's Top and Bottom Non-U.S. Equity Funds Russia's invasion of Ukraine and inflation fears spark growth selloff and commodity rally. How the Largest Bond Funds Fared in the First Quarter Amid a down quarter for bonds, there were few places for investors to hide among the biggest bond funds. ETFs Close a Turbulent Quarter With Strong Inflows U.S. stocks found their footing, bonds backpedaled, and commodities ETFs continued to cruise in March. Can Bank-Loan Funds Provide Shelter From Rising Rates? Keep your portfolio afloat during interest-rate hikes. Best- and Worst-Performing U.S. Equity Funds Dividend funds and strategies with heavy energy stakes weathered the turmoil, while pandemic highfliers took a beating.


What Should Investors Make of Musk's Twitter Stake? With the jump in Twitter stock after Musk's purchase, shares are still undervalued, but heading into fairly valued territory. Understanding Trends in the Cryptocurrency Market in 7 Charts What's it like to hold crypto as an investment? Why Citigroup's Stock Is a Top Pick As interest rates rise, many U.S. bank stocks are fairly valued--but this work in progress remains a bargain, says Morningstar's analyst. Why Utilities Stocks Look Risky Today Inflation mars the attraction of utilities stocks. Here's why. Best- and Worst-Performing Stocks Quarterly Update Commodity-sensitive stocks take big gains, while supply chain issues and higher rates sent the worst performers crashing.

Rekenthaler Report

Direct Indexing Is Coming Your Way Is the latest investment fashion worthwhile?

The Rise of Anti-ESG Shareholder Proposals These proposals, though few, are increasing and contribute noise to analyses of ESG voting. Mineral Resources: The Case for Airbus and Gentex Soaring commodity prices a reminder of ESG challenges facing mineral resource-reliant stocks.

The Short Answer

What You Need to Know About 401(k) Rollovers Streamlining your retirement accounts? Think through the key variables first.


Why You Should Watch Out for 403(b) Plans Financial experts and activists Dan Otter and Scott Dauenhauer discuss the major pitfalls of 403(b) retirement plans for educators. Is Disney or Netflix the Better Stock to Buy Now? Both companies are vying for your streaming dollars, but only one of the stocks is undervalued.

Most Requested Stock Quotes

Apple Tesla Twitter Inc Meta Platforms

Most Requested Fund Quotes

Fidelity 500 Index Vanguard 500 Index Admiral Dodge & Cox Stock Vanguard Total Stock Mkt Idx Adm Vanguard Dividend Growth Inv

Most Requested ETF Quotes

Vanguard S&P 500 ETF SPDR S&P 500 ETF Trust Invesco QQQ Trust Vanguard Total Stock Market ETF Schwab U.S. Dividend Equity ETF

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